Free In-Person Advanced Program Management Session

The next JMFA Academy Advanced Program Management session – held at the company’s Houston training center – will provide bank and credit union clients with the most up-to-date information and strategies on how to improve overdraft program performance and maintain a compliant overdraft service. The Academy, which is open exclusively to JMFA clients, is facilitated by the company’s more seasoned overdraft program implementation and compliance experts. CPE Credits are available.

Participants will gain the knowledge and skills necessary to:
  • understand regulatory compliance and best practices related to overdraft privilege (Regs DD and E);
  • identify key performance indicators of a successful overdraft program;
  • use analytics and reporting capabilities to set realistic goals and improve problem-solving strategies;
  • establish effective employee education initiatives for greater program understanding;
  • implement the ABCs of a successful account holder communications strategy;
  • avoid Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) violations; and
  • prepare for successful regulatory exams.
WHO SHOULD ATTEND?
  • Overdraft Privilege Managers
  • Collections Representatives
  • Senior Managers who oversee the overdraft program
  • Compliance Officers/Compliance Analysts
  • Risk Officers/Risk Management
  • Operations Officers
  • Retail Banking Directors

*The JMFA Academy Advanced Program Management sessions are free. Each attendee will be responsible for his or her own transportation and accommodations. Meals will be provided. Once registered, a confirmation email with hotel recommendations and other details will be provided.

JMFA Academy facilitators include:
Location:

John M. Floyd & Associates Training Center
1415 North Loop W., Suite 500
Houston, TX 77008

“I learned about additional reports that can help increase our profits from the overdraft program along with tools to help reduce our charge-off amounts. In addition, compliance information was valuable.”
Available Sessions for Registration:

Banks

  • October 23 & 24 (M & T)
Credit Unions
  • October 25 & 26 (W & Th)

View 2018 Dates

*Additional sessions may be added at a later date, so please check back later for updates.

**Cancellation Policy: In the event of an unavoidable cancellation of the JMFA Academy Overdraft Services – Advanced Program Management course, JMFA will notify registered participants via the contact information provided at registration.

CPE Credits Available
EARN UP TO 9 CPE CREDITS
Field of Study: Specialized Knowledge
Prerequisites: Implementation of JMFA OVERDRAFT PRIVILEGE® program
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group-live

John M. Floyd & Associates is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.
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Links to area information
AIRPORTS:
Houston Hobby Airport (HOU)
Address: 7800 Airport Blvd., Houston, Texas 77061
Phone: 713-640-3000
George Bush Intercontinental Airport Houston (IAH)
Address: 2800 North Terminal Road, Houston, Texas 77032
Phone: 281-230-3100
HOTELS:
There are several hotel options in the Houston area. Please consider whether you prefer to be close to the training center which may not have the same amenities and attractions as hotels in the Galleria area. Here are a few recommendations.
Embassy Suites by Hilton Houston Near the Galleria
2911 Sage Road, Houston, Texas, 77056
713-626-5444
Located steps away from The Galleria where you’ll find many options for dining, shopping and entertainment.
Courtyard Houston by The Galleria
2900 Sage Road, Houston, Texas, 77056
713-622-3611
Located steps away from The Galleria where you’ll find many options for dining, shopping and entertainment.
Courtyard Houston Brookhollow
2504 N Loop W, Houston, Texas 77092
713-688-7711
Located nearby the Training Center. Dining, shopping and entertainment in the immediate vicinity are not as extensive as those available near The Galleria, however you will find multiple options within a 5-10 mile radius.

SpringHill Suites Houston Brookhollow
2750 N Loop W, Houston, Texas, 77092
713-290-9242
*JMFA Corporate Rate available*
Located nearby the Training Center. Dining, shopping and entertainment in the immediate vicinity are not as extensive as those available near The Galleria, however you will find multiple options within a 5-10 mile radius.


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Contact Us
For more information or questions regarding complaint and/or registration cancellation policies, please contact Melanie Swift at 832-390-2192 or Melanie.Swift@JMFA.com.